Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,760 | $115,810-29.4% | $101,271-19.3% | $158,966-48.6% |
| Participation rate | 87.0% | 79.4%+7.6pp | 75.8%+11.1pp | 82.0%+5.0pp |
| Annual return | 15.02% | 56.15%-41.1pp | 46.48%-31.5pp | 302.95%-287.9pp |
| Employer contribution / active EE | $2,931 | $4,175-29.8% | $3,660-19.9% | $4,762-38.5% |
| Participant deferral / active EE | $10,544 | $4,958+112.7% | $4,371+141.3% | $5,983+76.2% |
| Admin fee / account holder | $2,805 | $7,248-61.3% | $5,948-52.8% | $11,250-75.1% |